Research Competitor Advisor Positioning to Find Your Niche

Go to perplexity.ai. Ask about advisors who serve your target niche or compete in your market. Be specific about the specialty you're researching.

Good starting questions:

• "How do financial advisors who specialize in serving physicians position themselves? What are their common value propositions and service models?"
• "What do fee-only financial advisors serving tech employees in Seattle emphasize in their marketing?"
• "How do advisors specializing in recently divorced women position their services? What pain points do they address?"

Follow up with: "What types of content do financial advisors who serve [niche] typically publish? What topics do they blog about or post on LinkedIn?" This reveals the content gaps you can fill.

Ask Perplexity to research specific types of advisors or firms: "Describe the service model and positioning of fee-only advisors who specialize in [niche]. What services do they offer? What do they charge? How do they attract clients?"

After 3-4 searches, ask Perplexity to synthesize: "Based on what you know about advisors serving [niche], what seems underserved or unaddressed in how they market themselves? What client pain points do they seem to ignore?"

Use ChatGPT to apply what you've learned: "I'm a [describe yourself] financial advisor. Based on this competitive research: [paste Perplexity findings], help me draft 3 positioning statements that differentiate my practice. Avoid generic claims like 'personalized service.'"